Stephens Inc’s United Airlines UAL Stock Holding History

Stephens Inc’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-14,400	Closed	-$963K	–	857
2014 Q4	$963K	Buy	+14,400	New	+$798K	0.05%	345

Other funds holding UAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

Stephens Inc's UAL Position: Q1 2015 in Review

Stephens Inc sold out of United Airlines (UAL) in Q1 2015, closing a stake of 14,400 shares — an estimated $963K sold.

Stephens Inc first reported a position in UAL in Q4 2014 and held it in 1 quarter. The position peaked at $963K in Q4 2014. 502 funds tracked by Wall St. Rank hold UAL as of Q1 2015.

Stephens Inc reported no remaining United Airlines position as of Q1 2015 after selling out during the quarter.
Stephens Inc sold 14,400 United Airlines shares in Q1 2015, an estimated $963K.
Stephens Inc first reported a position in United Airlines in Q4 2014 and held it in 1 quarter.
Stephens Inc's United Airlines position peaked at $963K in Q4 2014.
502 funds tracked by Wall St. Rank held United Airlines as of Q1 2015.

Based on Stephens Inc's 13F filing for Q1 2015, filed 6 May 2015.